EPISODE · Dec 19, 2023 · 23 MIN
Bridging Generations: Family Conversations about Wealth and Shared Values
from Simple Civics: Greenville County · host Greater Good Greenville
In this episode, Liam McCormick discusses the importance of intergenerational conversations about family stories to build resilience in families and to prepare for the transfer of wealth. We look at the crucial, yet often overlooked, conversations about legacy within wealth transfer. McCormick offers unique strategies to bridge generational gaps, turning complex wealth planning into opportunities for meaningful family bonding. Links: Tales Life Story Interview Kit Story Worth 20 Questions article Psychology Today articles UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC. _ Produced by Podcast Studio X. Simple Civics: Greenville County is a project of Greater Good Greenville. Support Simple Civics with a tax-deductible contribution. Email us: [email protected]
Embed this episode
What this episode covers
In this episode, Liam McCormick discusses the importance of intergenerational conversations about family stories to build resilience in families and to prepare for the transfer of wealth. We look at the crucial, yet often overlooked, conversations...
NOW PLAYING
Bridging Generations: Family Conversations about Wealth and Shared Values
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.